Sat, Sep 5, 2015
A A A
Welcome Guest
Free Trial RSS
Get FREE trial access to our award winning publications
Alternative Market Briefing

Current low correlations and low volatility are good opportunities for Asian hedge funds

Thursday, June 06, 2013

amb
Lanny Lim
Benedicte Gravrand, Opalesque Geneva:

An Asian portfolio manager shares his insights on the Asian hedge fund investment landscape in a recent interview with Sona Blessing on Opalesque Radio.

Lanny Lim is a portfolio manager at SAIL Advisors, one of Asia’s leading Global funds of hedge funds managers, with offices in Hong Kong and New York. He has almost two decades of experience in the Asia Pacific capital markets.

According to Lim, hedge funds are a very "applicable" way to invest in Asia, as volatility in the region is usually high.

"Hedge funds in the last ten years have certainly performed as well as the equity market, but also with less than half the volatility," he says.

Over the last six to seven years, there has been no overall correlation between the performance of large hedge funds and their smaller counterparts but size does matter on a case-by case basis, according to SAIL’s research. "At a certain size, hedge funds may experience problems still performing well with the same strategy than they did when they were smaller," Lim explains. So SAIL looks for capacity constraints in each strategy rather than the actual size in the hedge funds. Capacity constraints historically come about when assets under management reach the $600 to $700 million mark, he notes.

Asian markets ar......................

To view our full article Click here

Today's Exclusives Today's Other Voices More Exclusives
Previous Opalesque Exclusives                                  
More Other Voices
Previous Other Voices                                               
Access Alternative Market Briefing


  • Top Forwarded
  • Top Tracked
  • Top Searched
  1. Opalesque Exclusive: New Detroit-based CTA seeks to take advantage of coming volatility[more]

    Benedicte Gravrand, Opalesque Geneva for New Managers: An emerging manager has just set up his one-man shop in the city of Detroit. Synchronicity Futures,

  2. Opalesque Exclusive: When the SEC calls, fund managers need to get out of their own way[more]

    Bailey McCann, Opalesque New York: New pressure is hitting alternative investment funds from all angles. So far this month both hedge fund and private equity players have seen enforcement actions, and subsequent fines over fees, disclosures, and misleading statements. Citi one of the biggest

  3. Fortress hedge fund manager David Dredge says markets trouble on the way[more]

    From AFR.com: David Dredge of global hedge fund Fortress has built a career studying, predicting and protecting against the world's major financial crises. The recent convulsions in global sharemarkets are "just the beginning" of a painful adjustment as money drains from the emerging market economie

  4. North America - Puerto Rico agency plans talks with hedge fund creditors[more]

    From WSJ.com: Puerto Rico’s Government Development Bank is planning to begin confidential debt-restructuring talks with hedge funds that own its bonds as early as next week, said a person familiar with the matter. The parties are set to discuss a plan under which the investors would lend additional

  5. Launches - BlackRock’s McKenna starts hedge fund with $270m, Ex-BlueBay fund managers Phillips, Fayman to launch hedge fund in 2016, Dallas lawyer, Wall Street-savvy doctor team up to form biotech-focused hedge fund[more]

    BlackRock’s McKenna starts hedge fund with $270m From Bloomberg.com: BlackRock Inc. has started an event-driven hedge fund one year after hiring Harvard Management Co.’s Mark McKenna to run the strategy. Global Event Partners, which seeks to profit from corporate events such as takeovers

 

banner